Wealth Manager

About the job

Job Description Key Responsibilities: Business Development & Sales Strategy • Develop and implement effective strategies to acquire new clients and expand existing accounts. • Drive penetration in target markets to meet and exceed sales and revenue goals. • Generate business across financial fitness products, including Goal Planning, Budgeting & Taxation, Loan Management, Insurance Planning, Investment Planning, and Estate Planning. Revenue Generation & Analytics • Take ownership of branch-level revenue targets and consistently drive performance. • Analyze sales data, lead conversion rates, product performance, and client behaviour to identify opportunities and improve productivity. • Prepare and review regular performance reports, dashboards, and business forecasts for management review. Wealth Management • Offer customized financial solutions to HNI and retail clients based on their investment goals and risk profiles. • Guide clients through investment, insurance, and wealth protection planning. Client Relationship Management • Establish and nurture strong relationships with existing and potential clients to ensure retention and satisfaction. • Uphold delivery standards and resolve client queries efficiently. Team Leadership & Development • Lead, train, and motivate the in-house sales team and channel partners to drive high performance. • Oversee recruitment, onboarding, goal setting, and performance management of team members. • Foster a culture of accountability, collaboration, and continuous improvement. Lead Generation & Channel Management • As a Branch Manager, lead and oversee branch-level lead generation initiatives through tele-calling, referral networks, local marketing activities, and strategic partnerships. • Ensure proper tracking, follow-up, and conversion of leads to meet branch sales targets. Operations & Compliance • Ensure seamless day-to-day operations of the branch in compliance with internal policies and external regulations. • Build & Monitor sales pipelines, campaign results, and team activities to ensure alignment with business objectives. Qualification & Skills • 7 years of leadership experience in Financial Services, Wealth Management, or BFSI Sales. • Strong experience in generating revenue, driving analytics, and making data-driven decisions. • Proven ability to manage sales teams and scale business operations. • Sound knowledge of financial products, compliance norms, and client lifecycle management. • Excellent communication, analytical, and people-management skills. • A CFP certification would be a definite advantage, alternatively should have a NISM XA – XB qualification or be willing to work towards the same.